Nama Insights

Airbnb (ABNB)

Consumer Cyclical · Travel Services · NASDAQ

S&P 500Nasdaq-100
Airbnb (ABNB) is a Consumer Cyclical company in the Travel Services industry. It has a market capitalization of $113.76B, a trailing price-to-earnings ratio of 35.5 and a free-cash-flow yield of 1.0%. Over the most recent reported fiscal year, revenue grew 10.3% and free cash flow per share fell 72.8%. Nama's AI scorecard rates it Buy, 7.3 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 7.3/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Rising · +33.3% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-10.6%
How far the last close sits under the highest price of the past five years.
Market cap$113.76B
Trailing P/E35.5
Price / book14.4
Price / sales8.6
FCF yield1.0%
Dividend yield—
Gross margin82.9%
Operating margin20.8%
Net margin20.4%
Revenue growth (YoY)+10.3%
Revenue growth (3-yr annual)+13.4%
EPS growth (YoY)-2.2%
FCF/share growth (YoY)-72.8%
Beta1.2
ExchangeNASDAQ
SectorConsumer Cyclical
IndustryTravel Services

ABNB earnings

Next report: Feb 11, 2027 (Q4 2026, EPS estimate $0.80). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $3.16 $2.85 +10.9% —
Q2 2026 Aug 6, 2026 $1.37 $1.25 +9.6% $3.61B
Q1 2026 May 7, 2026 $0.26 $0.30 -13.3% $2.68B
Q4 2025 Feb 12, 2026 $0.56 $0.66 -15.2% $2.78B

ABNB analyst price target

Median target $185.00 from 40 analysts, ranging $135.00 – $220.00.

Travel Services peers

TickerCompanyMarket capP/E
BKNG Booking $119.49B 15.6
RCL Royal Caribbean Cruises $87.51B 19.0
CCL Carnival $39.77B 12.4
VIK Viking $39.07B 28.5
EXPE Expedia Group $30.76B 12.4
TCOM Trip.com Group $27.94B 6.5
NCLH Norwegian Cruise Line $8.23B 8.5
MMYT MakeMyTrip $4.81B 27.8
Explore live ABNB data on Nama Insights →

Recent Congressional trades

Airbnb trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Michael Patrick Guest House Sell $1,001 - $15,000 Aug 14, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Rob Bresnahan House Sell $1,001 - $15,000 Apr 28, 2025
Rob Bresnahan House Buy $1,001 - $15,000 Mar 27, 2025
Gilbert Cisneros House Sell $1,001 - $15,000 Feb 11, 2025
William R. Keating House Sell $1,001 - $15,000 Jan 15, 2025
Josh Gottheimer House Sell $1,001 - $15,000 Aug 15, 2024
Josh Gottheimer House Sell $1,001 - $15,000 Jul 9, 2024
William R. Keating House Sell $1,001 - $15,000 May 22, 2024
Michael Patrick Guest House Buy $1,001 - $15,000 Aug 23, 2023

ABNB FAQ

Is ABNB a buy?
Nama's AI scorecard currently rates Airbnb Buy (7.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ABNB's P/E ratio?
Airbnb trades at a trailing price-to-earnings ratio of 35.5.
When does ABNB report earnings?
Airbnb's next scheduled report is on Feb 11, 2027. Analysts expect EPS of $0.80.
What is the ABNB price target?
The median analyst price target from 40 analysts is $185.00, with a range of $135.00 – $220.00.
Is ABNB Shariah compliant?
Nama's AAOIFI-style screen reads Airbnb as Not Shariah Compliant. At least one of the three ratios or the industry test failed.